Automation 101

  • Categories Tutorials
  • Duration 15m
  • Last Update 23 July 2021

About Course

This course gives you in 15 minutes the basics concepts and how-tos to personalize content, based in your contact info, and take different paths in your communications flows, based in your customer behaviour and feedback.


In the Getting Started course, we showed you the basic steps to start using the platform. Now, in this course, we will show you how to really get started taking advantage of  the power of automation.

In the first part, we added  a tutorial video that shows  you, step by step, how to begin to add filters and events to make your flows take different paths according to the customer’s actions. 

In addition , we will show you how to extract dynamic data from the database, or contact list, using tags to personalize the messages so you can offer your customers better tailored experiences in order to raise engagement.

We have also added some other essential videos you might need to start automating.

At the end of  this course, you will be ready to innovate, create, manage, and automatically send communications to whomever is needed to, in the most efficient manner to lower costs and improve customer experience.

What Will I Learn?

  • You will learn how to personalize content and add tags for using customer data in your messages
  • You will learn how to add events and filters to take paths in your communication flows based in your customer actions
  • You will learn how to segment a contact list to use criteria in your data to target a specific audience

Topics for this course

8 Lessons15m

Have you alredy watched the first tutorial?

Personalize your messages – Add dynamic content with labels

Segmenting – Activating an automation for a segment of your contact list

How to activate a conversation


Material Includes

  • Video Tutorials
  • Downloadable PDF instructions


  • You need a DANAConnect account. If you don't have one you can get it here

Target Audience

  • Newcomers to DANAConnect
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